Managing Technology in an RIA

This week, we're talking about the importance of integration in your tech stack

Managing Technology in an RIA with Kyle Wesley

Episode 015: In this week’s episode of Milemarker’s Connected Podcast, I sit down for a conversation with Kyle Wesley, Chief Digital Officer at Bleakley Financial Group. We talk through the challenges of managing a firm, the importance of integration in your tech stack, and the future of the industry.

Kyle also shares insights on how Bleakley supports its advisors and leverages technology to provide a seamless experience.

Here are a few key takeaways from this week’s ep:

  1. Providing a comprehensive infrastructure for advisors allows them to focus on client service and growth.

  2. Integration is a key challenge in managing a technology stack, and Bleakley prioritizes seamless integration between platforms.

  3. The future of the industry lies in a centralized data warehouse and a user interface that brings together all the necessary tools and information.

  4. AI has the potential to revolutionize the industry by automating processes and providing personalized insights for advisors.

The episode is available now on your favorite podcast platform:

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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt